Seattle Wealth Management

Seattle, Washington

2030 1st Avenue, 3rd Floor
Seattle, WA 98121
Phone: 206.258.5000
Fax: 206.258.5005

Get in touch

We’ve been a proud member of the Seattle community since our founding in 2000. In fact, our team has grown alongside the city, moving from a small shop in Capitol Hill to the Smith Tower in Pioneer Square before settling into our home in historic Belltown.

Our wealth management teams are committed to providing personalized service to individuals and families. We have deep experience advising on major liquidity events, tax planning, and executive compensation packages found at companies such as Amazon, Boeing, Microsoft, and Starbucks. We also assist family offices with significant estate and legacy planning needs. 

We’re recognized among the state’s largest corporate philanthropists by Puget Sound Business Journal.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Pike Place Market Foundation, NatureBridge, United Way of King County, Outdoors for All, Invest in Youth, Fred Hutchinson Cancer Research Center, and Childhaven.

Driving directions

Parking is available at the Market Place Tower parking lot (89 Lenora St.)

Seattle map

Meet your Seattle wealth management team

I help clients live a richer life beyond their balance sheet by incorporating their hobbie...

View Profile

Alannah Clark

Associate Advisor

I aim at understanding what living a richer life means for our clients and supporting them...

View Profile

Anallely Valdez-Johnson

Associate Advisor

I am passionate about providing clients with holistic assistance in managing their financi...

View Profile

Andres Rivera-Uribe

Associate Advisor

With my experience, I can help our team with many technical difficulties they may face dur...

View Profile

Andrew Schauf

Senior Tax Associate

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

View Profile

Annika Williams, CFA


Antoinette Harris

Tax Manager

As chief operating officer, I align resources to ensure that we can execute our company st...

View Profile

April Kyrkos

Chief Operating Officer

I tell stories that shine a light on Brighton Jones clients living a richer life

View Profile

Barry Whittle

Content Manager

I work with a team of Brighton Jones professionals who help clients make informed decision...

View Profile

Biss McCarthy, CFP®

Lead Advisor

I chose this profession because it is rewarding to help people achieve their goals both pe...

View Profile

Brett Carolan, CFP®

Senior Lead Advisor

At Lenora Capital, we build private investment solutions and engage interested clients to ...

View Profile

Brett Deits

Managing Director of Lenora Capital

I empower others to live richer lives by equipping them with the tools and confidence need...

View Profile

Brian Burgess, CFP®

Lead Advisor

As the chief investment officer, I am the researcher of ideas, the filterer of information...

View Profile

Brian Tall

Chief Investment Officer

As a part of our Keep People team, my goal is to connect with each of our employees and he...

View Profile

Briana Boche

Employee Experience Associate

I strive to build meaningful relationships and understand what living a richer life means ...

View Profile

Brianna Thompson

Associate Advisor

We help companies manage and monitor the retirement plan offered to employees, and partner...

View Profile

Brittany Weiler

Business Operations Manager

I help our clients live a richer life by being an instrumental part of their tax and finan...

View Profile

Calley Bjorkman, CPA

Tax Lead Advisor

I have the distinct pleasure of helping to lead the recruiting effort for Brighton Jones, ...

View Profile

Carly DeVries, SHRM-CP

Talent Attraction Manager

Carrie Danielson

Director of Learning & Team Development

I provide our teams the support, tools, and resources they need to execute flawless experi...

View Profile

Cassie Johnson

Client Service Operations Senior Manager

Talk to a Seattle financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client